Be advised. This firm is no longer registered.

Legacy Advisory Services

Legacy Advisory Services (CRD# 307478) is a financial advisory firm headquartered in Louisville, KY. They manage $62,840,000 in 540 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    540
    ACCOUNTS
  • Average Account Value
    $116,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, IN, KY, TX

Financial Advisors at Legacy Advisory Services
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.